Managing Your Submissions

The features outlined here are currently available to MLS' that are partnered with our Docs+ platform.

As your agents submit their transaction documents, they’ll appear as folders in your ‘Submissions’ page. Each submission folder contains the documents that your agents have marked as complete and submitted to your office for review. 

To assign a submission, click the drop-down to the right of the folder and select the assignee: 

The assignee can then access the submission folder within their Docs+ account and review the documents for accuracy and completeness.  

Inside the submission folder, the ‘Estimated Closing Date’ and ‘Deposit Due Date’ can be added (by the agent or an admin) and prominently displayed. The closing date and deposit due date have also been added to the main ‘Submissions’ list page: the items displayed can be sorted by these dates. Also, note that an ‘MLS #’ field has been added within the Submission folder. The number in this field is initially pulled from the originating transaction folder, but can be edited afterward if need be. It won’t affect any of the original transaction forms. 

Statuses can be changed manually to communicate with your agents as to what’s happening with their submissions (1), and comments can be used to further point out any needed corrections or items requiring the agent’s attention (2). Know that comments can be made for the folder as a whole (3) or for specific documents (4):